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Role Summary

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HIGHLIGHTS

Senior Retirement specialist focused on Defined Benefit (DB) pension plan implementations and client consulting. You will own plan discovery, translate DB rules to developers and operations, design test plans, and validate pension calculations. Senior IC role based in Merrimack, NH with a hybrid cadence (onsite every other week).

JOB DESCRIPTION SUMMARY

  • Lead onboarding and implementation of Defined Benefit pension plan clients
  • Own discovery, read plan docs, SPDs, and valuation file specifications
  • Design and review comprehensive test plans to validate DB calculations
  • Work with developers and data teams to debug and certify calculations
  • Hybrid role – onsite every other week in a Fidelity office

DOMAIN EXPERTISE

  • Defined Benefit pension plan consulting
  • DB calculation and valuation system experience
  • Drafting and reviewing test cases for DB calculations
  • Reading plan documents, SPDs and valuation file specifications
  • Working knowledge of pension laws and ERISA

KEY REQUIREMENTS

  • 10+ years of Defined Benefit pension plan experience
  • Deep expertise in DB plan mechanics and documentation
  • Experience with DB calculation or valuation systems and spreadsheets
  • Proven project leadership delivering implementations on time and budget
  • Eligible to work in the US without sponsorship

TECH STACK

  • Excel
  • PowerPoint
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Role Summary

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HIGHLIGHTS

Senior Retirement specialist focused on Defined Benefit (DB) pension plan implementations and client consulting. You will own plan discovery, translate DB rules to developers and operations, design test plans, and validate pension calculations. Senior IC role based in Merrimack, NH with a hybrid cadence (onsite every other week).

JOB DESCRIPTION SUMMARY

  • Lead onboarding and implementation of Defined Benefit pension plan clients
  • Own discovery, read plan docs, SPDs, and valuation file specifications
  • Design and review comprehensive test plans to validate DB calculations
  • Work with developers and data teams to debug and certify calculations
  • Hybrid role – onsite every other week in a Fidelity office

DOMAIN EXPERTISE

  • Defined Benefit pension plan consulting
  • DB calculation and valuation system experience
  • Drafting and reviewing test cases for DB calculations
  • Reading plan documents, SPDs and valuation file specifications
  • Working knowledge of pension laws and ERISA

KEY REQUIREMENTS

  • 10+ years of Defined Benefit pension plan experience
  • Deep expertise in DB plan mechanics and documentation
  • Experience with DB calculation or valuation systems and spreadsheets
  • Proven project leadership delivering implementations on time and budget
  • Eligible to work in the US without sponsorship

TECH STACK

  • Excel
  • PowerPoint

Job Overview

Salary
Salary not specified
Years of Experience
10+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Senior retirement specialist with deep DB pension consulting experience (10+ years), comfortable with plan mechanics, testing, and leading implementations; ASA or EA credentials are a plus.

Benefits

Hybrid Work
Active Screening
Standard Review
6d
6 days ago

Strategy: Apply This Week

Recruiters typically begin first-round screenings within 14 days.

"You are entering the second review batch. Optimize for ATS keywords."

Job Overview

Salary
Salary not specified
Years of Experience
10+ Years
Work Type
Permanent
Full Time

Ideal Candidate Profile

Senior retirement specialist with deep DB pension consulting experience (10+ years), comfortable with plan mechanics, testing, and leading implementations; ASA or EA credentials are a plus.

Benefits

Hybrid Work
Active Screening
Standard Review
6d
6 days ago

Strategy: Apply This Week

Recruiters typically begin first-round screenings within 14 days.

"You are entering the second review batch. Optimize for ATS keywords."

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Retirement/Other/IC Level
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Senior Pension Benefit Consultant

Fidelity Investments•Merrimack, United States•6d ago
HybridPension DBProduct Development & Plan DesignRegulatory ReportingBusiness Intelligence & Reporting